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Το περιεχόμενο παρέχεται από το Kowal Investment Group. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kowal Investment Group ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

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The Agile Brand with Greg Kihlström®

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#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

πριν 3 μέρες27:12

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27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

Kowal Investment Group

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Το περιεχόμενο παρέχεται από το Kowal Investment Group. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kowal Investment Group ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.** Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

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292 επεισόδια

#Business #Kowal Investment Group #Financial Advisors

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Kowal Investment Group

updated πριν 3 μέρες

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Το περιεχόμενο παρέχεται από το Kowal Investment Group. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kowal Investment Group ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.** Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

… continue reading

292 επεισόδια

#Business #Kowal Investment Group #Financial Advisors

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1
The Retirement Clinic-2-8-25 – The Scarcity Mindset 42:06

πριν 3 μέρες42:06

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42:06

Jeff Kowal discusses the scarcity mindset, working to change your mindset and behaviors in retirement, Chaunsy Weisensel joins to share updates for 2025 catch-up contributions and other options to consider, Jeff touches on tech support scams, and examines estate planning nightmares.

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The Retirement Clinic-1-25-25 – Retirement Milestones 42:57

πριν 24 μέρες42:57

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42:57

Jeff Kowal examines retirement milestones and rules to keep in mind, Aaron Spitzner joins the show to discuss 4 changes to retirement accounts in 2025, and Jeff shares insights for the ultra-high net worth and the affluent.

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The Retirement Clinic-1-18-25 – Kowal Investment Group Is Now Creative Planning 43:06

πριν 5 weeks43:06

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43:06

Chaunsy Weisensel and Tom Krueger discuss the move to Creative Planning and the services available, share retirement advice for couples, and examine mistakes every investor makes and how to avoid them.

1
The Retirement Clinic-1-11-25 – 2025 Retirement Changes 45:14

πριν 5 weeks45:14

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45:14

Jeff Kowal discusses 2025 changes to contribution limits and more, shares insights for Millennials saving for retirement, and gives thoughts on retirees’ fears about outliving their money and spending rates.

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The Retirement Clinic-12-7-24 – How to Not Ruin Your Kids with Money 43:21

πριν 11 weeks43:21

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43:21

Jeff Kowal and guest Mark Shiller, attorney with Certus Legal Group, discuss people’s varying relationships with money, how money can change you, and examine common estate planning mistakes people make.

1
The Retirement Clinic-11-23-24 – Important Insurance Considerations 43:46

πριν 12 weeks43:46

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43:46

Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss increases in insurance costs and what is contributing to it, highlight various types of insurance coverage, examine the need for cybersecurity insurance, and share insights regarding property and casualty insurance for high-net-worth individuals.…

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The Retirement Clinic-11-16-24 – Best and Worst States to Retire In 43:10

πριν 13 weeks43:10

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43:10

Chaunsy Weisensel shares the best and worst states to retire in and why, discuss why you are not too young for an estate plan, and Jeff Kowal joins to share insights regarding Roth conversions and required minimum distributions.

1
The Retirement Clinic-11-9-24 – Long-term Care 42:00

πριν 15 weeks42:00

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42:00

John White and guest Mike Smith of CPS Horizon highlight November as Long-term Care Awareness Month and why it is so important, examine costs of Long-term Care with and without coverage, share insights for determining the coverage you need, and touch on inherited IRAs.

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The Retirement Clinic-10-26-24 – Medicare Annual Enrollment 43:11

πριν 16 weeks43:11

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43:11

Aaron Spitzner and Mark Maynard of Senior Benefit Solutions discuss Medicare annual enrollment, answer common Medicare questions, and share insights regarding income planning for Medicare premiums.

1
WKLH - 10-18-24 – Alyssa Johnson Interview – The Best Time to Start Planning 12:22

πριν 17 weeks12:22

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12:22

WKLH’s Dave and Dorene ask Alyssa Johnson when the best time is to meet with an advisor, discuss the importance of women being involved in the process, share educational opportunities Kowal [Investment Group offers throughout the year, and what the process is to get started with Kowal.

1
WKLH - 10-18-24 – Aaron Spitzner Interview – Fee-based vs. Commission-based 8:51

πριν 17 weeks8:51

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8:51

WKLH's Dave and Dorene ask Aaron Spitzner about what it means to be a Fiduciary, discuss fee-based versus commission-based, the benefits of working with a Financial Advisor, and navigating different scenarios.

1
WKLH - 10-18-24 – Jeff Kowal Interview – Retirement Planning 12:33

πριν 17 weeks12:33

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12:33

WKLH's Dave and Dorene share personal experiences with Jeff Kowal, discuss planning for retirement and ‘what if’ scenarios, and touch on changing your mindset in retirement.

1
The Retirement Clinic-10-19-24 – The Importance of an Estate Plan 42:29

πριν 18 weeks42:29

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42:29

John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.

1
The Retirement Clinic-10-5-24 – Election Impact on the Stock Market 43:58

πριν 20 weeks43:58

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43:58

Jeff Kowal and Aaron Spitzner discuss the impact the upcoming election may have on the stock market, share thoughts on retirement savings early withdrawals and savings mistakes, and examine how you can help your family wealth last for generations.

1
The Retirement Clinic-9-28-24 – Considerations Before Retirement 45:33

πριν 21 weeks45:33

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45:33

Jeff Kowal and Joe Still discuss things you should consider before retirement, examine the pros and cons of early retirement, and share common reasons why families argue over inheritances and how to avoid them.

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